Summary
Learn how to generate and print task reports from the Tasks area. You can filter tasks, select the records you need, and export the results to PDF for review or distribution.
You can generate task reports from the Tasks area to create printable call lists and task summaries. Task reports allow you to filter task records, select the tasks you need, and export the results to PDF.
To print task lists:
- Go to: Tasks from the sidebar
- Apply the required filters to display the tasks you want to include
- Select individual tasks or click Select All
- Click Save to PDF
The Select All option only selects the tasks currently displayed on the screen. If you have more than 20 tasks, increase the entries per page to a number greater than the total tasks you want to include before selecting all records.
Articles in this section
- Understand and apply task workflows
- Filter and sort tasks in Task Manager
- Manage tasks across Listings, Appraisals and Contacts
- Transfer tasks in bulk to another consultant
- Create a list of overdue tasks
- Generate a task report
- Bulk delete tasks
- View and manage tasks
- Add a new task
- Use task to generate letters and emails